Joseph Boyd has been an investment adviser representative at Convergence Financial since March 2025, and is not listed among the firm’s executive officers or direct owners.
Convergence Financial, LLC is a Columbia, MO firm with $904M under management, 2,714 clients and 13 advisers across 15 offices, as of its September 2026 filing.
Joe Boyd is Financial Advisor and Owner of Legacy Group Financial Advisors, a practice offering investment advice through Convergence Financial. He works with small business owners, families, retirees and individuals preparing for retirement, on retirement planning, investment strategies and wealth preservation.
Joseph Boyd’s longest registration was 7 years at Edward Jones (2017–2025). Before joining Convergence Financial in 2025, Joseph Boyd was registered through Edward Jones.
- Convergence FinancialCurrent– present · 1 yearBranson, MO · Adviser representative · Firm CRD 304146
- Edward Jones– · 7 yearsSpringfield, MO · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Joseph Boyd is registered as an investment adviser representative in 3 states. The first approvals date from March 2025; the most recent is Illinois, in April 2025.
- IllinoisSince 3 April 2025
- MissouriSince 21 March 2025
- TexasSince 21 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 April 2017 |
| Series 7 | General Securities Representative Examination | 10 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Lennon Boyd
- CRD
- 6763283
- Firm
- Convergence Financial · CRD 304146
- Office
- 195 South Payne Stewart Drive, Branson, MO 65616
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacygfa.com
Where does Joseph Boyd work?
Joseph Boyd is an investment adviser representative registered through Convergence Financial, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Boyd a financial advisor?
Yes. Joseph Boyd has a current investment-adviser registration in Illinois, Missouri and Texas, through Convergence Financial since March 2025.
How many years of experience does Joseph Boyd have?
Joseph Boyd has 9 years in the financial industry, since April 2017, across 2 adviser firms.
What exams has Joseph Boyd passed?
Joseph Boyd has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited Joseph Boyd with the SIE, which began in October 2018.
Where is Joseph Boyd based?
Joseph Boyd’s registered office is in Branson, MO.
Is Joseph Boyd registered with FINRA?
Yes. Joseph Boyd has a current broker registration, under CRD 6763283.
Source: FINRA BrokerCheck
How can I verify Joseph Boyd’s record?
Search CRD 6763283 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Boyd’s full registration record.
